Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,806,499
+$1,569,864 QoQ
Shares Held
20,794
+16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#1,809
of 5,056 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Advyzon Investment Management, LLC holds $13,406,682 across 6 Banks - Diversified names. JPM ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
20,794 | $6,806,499 | |
| 2 | BAC |
Bank Of America Corp /De/
|
47,758 | $2,721,250 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
18,357 | $1,517,021 | |
| 4 | C |
Citigroup Inc
|
10,589 | $1,482,036 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,494 | $649,876 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,000 | $230,000 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,806,499 | 20,794 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $5,236,635 | 17,802 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $5,044,353 | 15,655 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,679,262 | 8,494 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,949,933 | 6,726 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,076,866 | 4,390 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,102,186 | 4,598 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||